FINANCIAL ADVICE

Financial planning

ASIC claims it had concerns about the quality of financial advice being delivered in Australia before the collapse of Storm and the Commonwealth FP enforceable undertakin...

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Editorial

While Rice Warner riled the financial planning industry with its latest research work on behalf of Industry Super Network, history will be the judge of the validity of it...

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Financial planning

Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....

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Financial planning

Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...

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Financial planning

Perth securities dealer Stellar Securities has had its Australian financial services licence cancelled after it failed to comply with its financial requirement conditions...

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Superannuation

FSC urges use of Treasury inter-generational report as basis for five-year super policy settings. ...

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Financial planning

The role of the ‘platform’ continues to be at the heart of the provision of financial advice to Australians, both young and old....

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Superannuation

The same company which produced research claiming FOFA would make advice cheaper is now in the headlines for giving women more super than men....

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Financial planning

The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...

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Financial planning

The regulator has released a report in which it expressed concerns about the number of financial advice groups being owned by product issuers. ...

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Financial planning

AIOFP chief Peter Johnston says other associations fail to represent the specific needs of independently owned financial planners at the government level, announcing the ...

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Financial planning

A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...

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Financial planning

Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....

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Editorial

Tasmanian Liberal Senator, David Bushby, who is chairing the Senate Committee reviewing ASIC, made a very good point when he said that nothing in the FOFA changes will pr...

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Financial planning

There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago